See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,217 | $85,202-56.3% | $172,739-78.5% | $72,985-49.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.87% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,622 | $3,324+8.9% | $5,143-29.6% | $2,440+48.4% |
| Participant deferral / active EE | $6,938 | $3,260+112.8% | $5,198+33.5% | $3,607+92.3% |
| Admin fee / account holder | $533 | $5,884-90.9% | $13,954-96.2% | $5,124-89.6% |